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全球贸易与投资规则在重构第一个变化,全球产业链正在发生深刻变化,这对中国来说非常重要。全球产业链变化的趋势我用一句话来概括,就是“全球性的跨国公司生产布局从原来的‘离岸’布局转向‘近岸’布局”。也就是说,原来的布局是把生产大规模地移向新兴市场国家,而现在反过来,市场重心移向新兴市场国家,同时生产、研发、销售等全部移到“近岸”来进行布局。这一现象在上海也较早已发生。举例来说,上海美国商会在其2013年商业报告中提到两条,第一条,2013年“立足中
Global trade and investment rules in the reconstruction of the first change, the global industrial chain is undergoing profound changes, which is very important for China. The trend of the global industrial chain changes I summed it up in one sentence, that is, ”the global transnational company production layout from the original ’offshore’ layout to ’nearshore’ layout.“ In other words, the original layout shifted production to emerging market countries on a large scale, and now, in turn, the market shifts its focus to emerging market countries while all production, R & D and sales move to ”nearshore" layout. This phenomenon happened earlier in Shanghai. For example, AmCham Shanghai refers to two articles in its 2013 Business Report, the first article in 2013